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Rise Advisors’s Bar Harbor Bankshares BHB Stock Holding History

Rise Advisors’s Portfolio BHB Stock Details BHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-473
Closed -$14.4K – 252
2025
Q3 		$14.4K Buy
473
+5
+1% +$156 0.01% 780
2025
Q2 		$14K Buy
468
+5
+1% +$146 0.01% 781
2025
Q1 		$13.7K Buy
463
+5
+1% +$156 0.01% 768
2024
Q4 		$14K Buy
458
+4
+0.9% +$132 0.01% 864
2024
Q3 		$14K Buy
+454
New +$13.6K 0.01% 904

Other funds holding BHB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rise Advisors's BHB Position: Q4 2025 in Review

Rise Advisors sold out of Bar Harbor Bankshares (BHB) in Q4 2025, closing a stake of 473 shares — an estimated $14.4K sold.

Rise Advisors first reported a position in BHB in Q3 2024 and held it in 5 quarters. The position peaked at $14.4K in Q3 2025. 155 funds tracked by Wall St. Rank hold BHB as of Q4 2025.

  • Rise Advisors reported no remaining Bar Harbor Bankshares position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 473 Bar Harbor Bankshares shares in Q4 2025, an estimated $14.4K.
  • Rise Advisors first reported a position in Bar Harbor Bankshares in Q3 2024 and held it in 5 quarters.
  • Rise Advisors's Bar Harbor Bankshares position peaked at $14.4K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.